| The Eastern Pennsylvania Conference|
The United Methodist Church
TREASURER/DIRECTOR OF ADMINISTRATIVE MINISTRIES
The Treasurer/Director of Administrative Ministries in the Eastern Pennsylvania Conference functions in accordance with paragraph 619 of the 2012 Book of Discipline.
The Treasurer/Director of Administrative Ministries serves as the principal financial advisor to the Bishop and Council of Finance and Administration. Manages all fiscal and administrative affairs relating to the Conference operating budget, trusts, memorials, legacies, investments, insurance, and property. Monitors the use of all funds which flow through the Conference Office. Provides financial support to all Boards, Agencies and Committees related to the Conference. Supervises the Conference staff. Is a member of the Bishop's extended cabinet.
More particularly, subject to the constraints of the Discipline, this person manages all fiscal and administrative affairs relating to the Conference operating budget, trusts, memorials, legacies, investments, insurance, and property. The Treasurer/Director of Administrative Ministries carefully monitors the use of all dollars provided by the Connectional Ministries Fund as well as all other funds which come to the Conference Business Office (Treasurer's Office).
Following actions taken by the Annual Conference, all funds are to be maintained in the Treasurer's Office (Business Office).
The Conference Treasurer/Director of Administrative Ministries is the Treasurer/staff person for all of the following groups. Attending all the meetings and providing reports accordingly. They are as follows.
Conference Council on Finance and Administration voice non-voting
Board of Trustees voice non-voting
United Methodist Metro Ministries, Inc. voice non-voting
EPA Loan Fund voice voting
Board of Pension & Health Benefits voice non-voting
Bradley Fund voice voting
UM Mid Atlantic Foundation voice voting
Conference Education Society voice voting
Wesley Foundation voice non-voting
Nomination Committee voice voting
Thomas Bradley Fund voice voting
Equitable Compensation voice voting
Camping Board voice voting
Group Insurance Committee voice non-voting
Human Resource Committee voice voting
Conference Sessions Committee voice non-voting
Episcopal Residence Committee voice non-voting
Investment Committee – Pension & Health voice non-voting
Investment Committee – Foundation voice voting
To fulfill the responsibilities noted above, the Treasurer/Director of Administrative Ministries is involved in the following areas of management:
A. Financial Management
a. Long range Planning
b. Budget building and control
c. Cash manager
d. Initiator of financial report
e. Advisor with conference investment portfolio
f. Loan Fund advisor
g. Initiator of annual audit
h. Responsible for various areas of Insurance:
i. Accidental Death & Dismemberment
ii. Directors and Officers
iii. Group Health
v. Property and Liability
vi. Workers' Compensation
i. Counselor in areas of tax law (Church and Clergy)
B. Property Management
a. Resource person for the Conference Board of Trustees
b. Advisor for budgeting, repairs and renovations of Episcopal residence, District Superintendent parsonages, and the Conference Office (all owned by the Conference and managed by the Trustees)
c. At the direction of the Conference Trustees, be their agent for purchasing and selling property.
C. Personnel Management
a. Hire/fire /train all support staff in Conference office
b. Advisor for office personnel policies
c. Monitor fringe benefits for clergy and other employees, e.g., health insurance, holidays, sick/personal days, travel expenses, continuing education, workers' compensation
d. Reviews employee evaluations of Support Team
D. Office Management
a. Directly supervises the Conference Staff
b. Maintains an environment appropriate for the work of the church
c. Reviews building and equipment needs
There are from times to time other specific responsibilities determined by the Bishop and Council on Finance and Administrative.
1. Bachelor's Degree, or equivalent, with accounting/ finance emphasis and a minimum of 10 years work experience or an equivalent combination of education and experience. Master's degree or CPA preferable.
2. Skill in public speaking and communicating.
3. Ability to work effectively with committees.
4. Experience in managing computerized general ledger, spreadsheets, and data bases.
5. Overall knowledge of non-profit organization accounting and tax issues.
6. Knowledge of management and control of Pensions and Health Insurance.
7. Knowledge and understanding of the operating principles